ApproveThis manages your Spotler CRM Integration approvals.

Why Bother Connecting These Two?

Let’s cut to the chase: approval processes suck when you’re copy-pasting data between systems or chasing down execs hiding in their inboxes. ApproveThis and Spotler CRM connected through Zapier fixes that. Think of it like giving your sales ops team a caffeine-free energy boost – approvals happen faster, with less human error, and nobody needs to learn another software interface.

Spotler’s great at tracking leads and managing accounts. ApproveThis is great at getting people to actually make decisions. Together? You get a system where every new account, task, or contact doesn’t get stuck in email limbo. For companies scaling past 50 employees, this isn’t “nice to have” – it’s how you avoid becoming a chaotic mess.

What This Combo Actually Does For You

Kills Bottlenecks Before They Kill Your Momentum

Imagine your sales team closes a deal with a new enterprise client. Normally, someone would email legal, CC finance, then wait three days for replies. With ApproveThis+Spotler:

1. The new account gets created in Spotler
2. ApproveThis auto-triggers a tailored approval workflow
3. Legal gets an email they can approve/reject in one click
4. Approved? Spotler auto-updates the account status
5. Denied? Sales gets notified to fix issues immediately

Real example: A mid-sized cybersecurity firm used this setup to cut contract approval time from 72 hours to 4.5 hours. No magic – just removing the “where’s that approval?” Slack messages.

You Actually Know What’s Happening (For Once)

Approval tracking in spreadsheets is like herding cats. ApproveThis gives every request a centralized paper trail – who approved what, when, and why. Connect that to Spotler, and suddenly:

- Sales managers see approval statuses directly in CRM account records
- Finance can audit approved contracts without asking for screenshots
- Clients get updates automatically when their project clears internal reviews

Bonus: Approvers don’t need Spotler licenses. Useful when dealing with external partners who shouldn’t have full CRM access.

Use Cases That Don’t Put People to Sleep

1. New Account Vetting That Doesn’t Annoy Everyone

The Problem: Sales reps create accounts for unvetted leads, clogging the pipeline with junk.
The Fix: Auto-send new Spotler accounts for manager approval before they’re visible in reports.

Who Cares: Marketing agencies working with third-party vendors. Approve new partner accounts with compliance checks baked into the workflow. Denied requests automatically trigger Spotler cleanup tasks.

2. Task Approvals That Don’t Require 17 Emails

The Problem: New client tasks get created in Spotler, but nobody knows who should action them.
The Fix: Auto-generate ApproveThis requests with task details, assign to team leads based on workload.

Who Cares: SaaS companies managing feature requests. Product leads approve priority tasks; approved items auto-update Spotler with deadlines. Denied requests get routed back to sales for client renegotiation.

3. Keeping CRM Contacts From Turning Into a Graveyard

The Problem: Sales adds every LinkedIn connection to Spotler, creating bloated contact lists.
The Fix: New contacts trigger approval workflows requiring marketing/sales alignment before syncing.

Who Cares: Manufacturing companies dealing with distributor networks. Regional managers approve new distributor contacts; approved entries auto-enrich with Spotler tags for territory management.

Setting This Up Without Losing Your Mind

If you can set up an out-of-office email, you can handle this:

Step 1: Get ApproveThis (14-day trial, no CC required)
Step 2: In Zapier, connect Spotler and ApproveThis
Step 3: Pick a trigger (e.g., “New Account in Spotler”)
Step 4: Set action to “Create Approval Request” in ApproveThis
Step 5: Test with a real account – does the approval email show up?
Step 6: Activate and stop micromanaging

Pro Tip: Use ApproveThis’ calculated fields to auto-approve small account requests under $5k, but require CFO sign-off above that. Saves 40% of approval volume immediately.

Why Different Teams Will Actually Use This

Sales Teams

They care about: Not having deals stuck in legal review
What changes: Approved contracts auto-update Spotler opportunities to “Closed-Won”. Denials include comments explaining why, so reps can fix issues instead of guessing.

Finance Teams

They care about: Audit trails for compliance
What changes: Every approved request in ApproveThis logs who approved budget allocations. Connect to Spotler reports to show real-time approved vs. actual spend.

Operations Teams

They care about: Not being human routers
What changes: New Spotler tasks auto-assign approval workflows based on department. Vacation delegation means no approvals expire because someone’s at a conference.

The Part Where We Tell You What to Do Next

If you’re still handling approvals through email chains or – shudder – printed forms, you’re leaving speed and accountability on the table. The ApproveThis + Spotler combo isn’t some “digital transformation” buzzword – it’s a practical way to keep growing without process debt killing your momentum.

Try This:
1. Start an ApproveThis trial
2. Bookmark the Spotler CRM docs for reference
3. Build one Zap this week – start with new account approvals
4. Next week, add another workflow (tasks, contacts, etc.)

Or, if you’d rather see exactly how this works with your current setup, schedule a 15-minute demo. We’ll show you how other teams in your industry automated their worst approval bottlenecks.